DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| Parker, | 271 | |||||||
| $280M | 3 | 2024 | ||||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| · probable Lower middle market | New York, | $1.8B | 2 | 6 | 8 | 2023 | ||
CG ADVISORY SERVICES Registered adviser · RIA / Wealth · matched CAPITAL ASSET ADVISORY SERVICES, LLC. · 801-67082 | WILLIAMSTON, | $4.6B | 68 | 2012 | ||||
| KINNELON, | $480M | 2 | 2012 | |||||
| LOS ANGELES, | $440M | 2 | 2014 | |||||
NICOLET WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched NICOLET ADVISORY SERVICES, LLC · 801-108012 | GREEN BAY, | $4.3B | 46 | 2016 | ||||
| ARMONK, | $175M | 5 | 2012 | |||||
| BINGHAM FARMS, | $316M | 3 | 2024 | |||||
FIRST AMERICAN ASSET ADVISORY, LLC Registered adviser · RIA / Wealth · matched FIRST AMERICAN ASSET ADVISORY, LLC. · 801-126067 | GARDEN CITY, | $192M | 5 | 2022 | ||||
| CINCINNATI, | $399M | 2012 | ||||||
Strategic Blueprint, LLC Family office · Family offices · matched BEE Street Advisory Group Also on RIA / Wealth Management | Atlanta, | $2.5B | 6 | |||||
RETIREMENT ASSET ADVISORY Registered adviser · RIA / Wealth · matched RETIREMENT ASSET ADVISORY INC · 801-55311 Also on Allocators | ARLINGTON, | $174M | 2012 | |||||
| $84.8M | 2026 | |||||||
| $70.0M | 2026 | |||||||
| JACKSONVILLE, | $60.6M | 2026 | ||||||
| MOBILE, | $18.6M | 2023 | ||||||
| SCOTTSDALE, | 2023 | |||||||
| NEW YORK, | 2019 | |||||||
| SAN FRANCISCO, | 2015 | |||||||
| 2023 | ||||||||
| 2026 | ||||||||
| SALT LAKE CITY, | $1,000 | 2024 | ||||||
| WHITESTONE, | 2024 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.